(909) 639-6293 Redlands & Palm Springs English y Español Free 30-minute discovery call — no pitch deck, no contracts
Answering Service for Insurance Agents — Inland Empire & Coachella Valley

The answering service for insurance agents that never drops a renewal.

Every unanswered call is a policy at risk — a renewal that lapses, a cross-sell you never made, a client your competitor just quoted. Our AI receptionist answers 24/7, captures the details, and books the callback — en inglés y español.

Bilingual EN/ES · 30-day guarantee · Fixed public pricing · No contracts

Agent with a client at the deskA real photo of an agency owner or producer at work in the office — nothing sells trust to a policyholder faster than a real face.
Answered 24/7, every call Bilingual — English y Español Live in 7–10 days 30-day written guarantee Two local offices — Redlands & Palm Springs
The problem

A lapsed renewal is a client you already earned — and lost.

Agencies quietly bleed 15–25% of renewals to silence — a call that went to voicemail, a reminder that never went out. Add every after-hours quote request that rang out, and the leak is a book of business walking out the door. Run your numbers:

$0
leaking every month

Assumes half of missed callers were a client at risk. A handful of saved renewals covers the whole system.

Fixed prices · No contracts

Three systems. Real prices. Pick your starting point.

Every system includes the AI Biz Automate platform, runs month to month, and comes with the 30-day guarantee. Prices below are our productized baseline — insurance is a licensed practice, so it runs 25–35% higher (more on that below the cards).

Voice AI

Never Miss Another Call™

$1,997 setup
+ $297/mo · live in 7–10 days
"Your phone answered 24/7 in English y Español — every client captured before they call the next agency."
  • Bilingual AI receptionist with live booking
  • Routes quote, claim & service calls correctly
  • Missed-call text-back with AI conversation
  • Every call logged, transcribed, summarized
  • Monthly script tuning included
  • Platform included ($97/mo value)
Replaces a $2,000–3,500/mo answering service
Start here
Follow-Up

The Follow-Up Machine

$1,497 setup
+ $97/mo · live in 1 week
"Every renewal chased, every gap cross-sold, every client reviewed — automatically."
  • CRM + client pipelines set up properly
  • 60/30/14/7-day renewal sequences
  • Cross-sell / coverage-gap engine
  • Birthday & lifecycle touchpoints
  • Review requests after every bound policy
  • Ongoing cost is just the $97/mo platform
Replaces $1,500–3,000/mo retention staff
Start here
Intelligence

The Business Brain

$2,497 setup
+ $197/mo · live in 2 weeks
"Your whole agency in one brain — and a report each month telling you what to fix."
  • Command Center hub for your book of business
  • AI responses to every Google review
  • Monthly plain-English retention report
  • Built on tools you own — keys handed over
  • Recovers 5–10 admin hours/week
  • Platform included ($97/mo value)
Replaces $2,000–5,000/mo analyst + app chaos
Start here
$97/mo
The AI Biz Automate platform — included in every system above. Your CRM, a local phone number, SMS & email, a booking calendar, pipeline management, and a mobile app. Every automation runs on it. A comparable CRM alone runs $300–500/mo — the platform isn't an extra, it's the foundation each system is built on.

Licensed-practice pricing — insurance agencies run +25–35% over the trades baseline shown (carrier/AMS handling, renewal & cross-sell logic, compliance-aware messaging). Your exact number comes out of the free discovery call. See full pricing →

Built for how an agency runs

Automation tuned for renewals & retention.

Configured for insurance workflows — not a generic receptionist bolted onto an agency.

Renewals

Renewal Rescue Sequence

60/30/14/7-day automated outreach before every renewal, with AI-generated personalized coverage summaries. Agencies see 15–25% higher retention.

Cross-Sell

Coverage-Gap Cross-Sell Engine

AI spots the gaps — "auto and home but no umbrella" — and sends a personalized offer per client, automatically, so nothing is left on the table.

Onboarding

New-Client Welcome Series

Team intro, expectations, document collection, and a 30-day check-in — cutting new-client anxiety calls 60%+ and setting up the first renewal.

Intake

Bilingual Voice Reception

English and Spanish, auto-detected, 24/7. Quote requests, claims, and service calls are captured and routed the moment they come in.

Reviews

Review Request & AI Responses

A review request after every bound policy, plus AI-drafted replies you approve — same-day responses that lift local rankings.

Lifecycle

Birthday & Anniversary Touchpoints

Automated lifecycle messages — tiny effort, outsized retention impact. The relationship stays warm without anyone remembering to send it.

What agency owners say

Real agencies, real results.

Replace these with real named clients and their photos before launch — a placeholder testimonial is worse than none.

★★★★★

"Placeholder — swap in a real client quote about a renewal that would have lapsed if the call had gone to voicemail."

Photo
Client name
Agency · City
★★★★★

"Placeholder — a quote about the Spanish-speaking side of the book of business finally being covered after hours."

Photo
Client name
Agency · City
★★★★★

"Placeholder — a quote about a coverage-gap cross-sell the system caught that a human would have missed."

Photo
Client name
Agency · City
Live demo

Don't take our word for it. Call the AI.

Call our AI receptionist and tell it you run an insurance agency — try to stump it, switch to Spanish mid-sentence, ask it to book a review. This is the exact system we install.

English o español

PLUGGED-LEAK
GUARANTEE
30
DAYS

If in the first 30 days your system doesn't capture calls and renewals you were previously losing — measured in your own dashboard, not our word — we refund your monthly fees and you keep the platform free for 90 days. Month to month after that. You own your number and your data. Cancel anytime.

Straight answers

Answering service for insurance agents, answered.

Isn't an AI answering service too impersonal for insurance clients?

You approve the script, so it sounds like your agency — warm, on-brand, and helpful. It books, captures details, routes claims-vs-quote calls, and hands off to a human the moment a caller asks. Compared to the real alternative for insurance agents — voicemail after 5pm and at lunch — an AI receptionist that answers every call in 60 seconds keeps far more clients than it ever cools.

Can it handle renewals and cross-sell, or just answer the phone?

Both. The answering service captures every inbound call 24/7. Add the Follow-Up Machine and Business Brain and it runs 60/30/14/7-day renewal outreach, spots coverage gaps ("auto and home but no umbrella") and sends personalized cross-sell offers, and fires birthday and lifecycle touchpoints — lifting retention 15–25%.

Does it answer in Spanish?

Yes — English and Spanish, auto-detected mid-call, included at no extra charge. In the Inland Empire and Coachella Valley that captures a large share of callers other agencies lose to an English-only voicemail.

Why is insurance priced higher than trades?

Insurance is a licensed practice, so it runs 25–35% above our trades baseline. The call flows are more involved — carrier and AMS handling, renewal and cross-sell logic, and compliance-aware messaging. Your exact number comes out of the free discovery call, with no surprises after. See full pricing →

Ready when you are

Book a free 30-minute discovery call.

No pitch deck. No contracts. We'll score your agency live on the call and tell you exactly what we'd fix first — even if you never hire us.

Redlands

2068 Orange Tree Ln #220
Redlands, CA

Palm Springs

1276 N. Palm Canyon Dr #107
Palm Springs, CA

Not ready to talk? Score your agency in 5 minutes instead →

AI answering, booking and follow-up for local businesses across the Inland Empire and Coachella Valley. Done for you, bilingual, and live in about a week.

Systems

AI Answering ServiceMissed-Call Text-Back After-Hours AnsweringBilingual Answering

Industries

HVACPlumbingElectricalInsurance

Company

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